+113.2%
WDC vs PFE
+35.1%
+78.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -5.4% |
| 7D | -18.3% | +4.6% | -22.9% | -16.4% |
| 30D | -26.7% | +12.3% | -39.0% | -22.7% |
| 3M | -40.9% | +21.2% | -62.1% | -35.9% |
| 6M | -26.8% | +21.1% | -47.8% | -18.5% |
| YTD | +88.2% | +30.0% | +58.1% | +102.5% |
| 1Y | +113.2% | +35.6% | +77.6% | +128.4% |
| All | +113.2% | +35.1% | +78.1% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PFE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling